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JHQBX: JHFunds2 Invest Quality Bond NAV (MUTUAL FUND)
Basic Info
Asset Class: | Intermediate-Term Bond |
MyPlanIQ Rating: | Not Rated |
Start Date: | 10/19/2005 |
Last Dividend Date: | 03/27/2012 |
12-Mo. Yield | 0.00% |
Expenses | 0.63% |
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Performance Analytics (As of 03/26/2013)
Not up-to-date? TryLast 1 Week* | 1 Yr | 3 Yr | 5 Yr | Since 10/19/2005 |
2013 | 2012 | 2011 | 2010 | 2009 | 2008 | 2007 | 2006 | 2005 | |
---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
Annualized Return(%) | -24.1 | -22.3 | -3.9 | -0.1 | 1.2 | -24.1 | 3.5 | 7.5 | 6.9 | 12.0 | -0.5 | 6.3 | 1.1 | 0.9 |
Sharpe Ratio | NA | -0.57 | -0.12 | -0.01 | 0.01 | -1.22 | 1.61 | 0.29 | 1.4 | 1.98 | -0.11 | 0.86 | -0.5 | 0.49 |
Draw Down(%) | NA | 24.3 | 24.3 | 24.3 | 24.3 | 24.1 | 1.4 | 16.7 | 4.3 | 3.9 | 16.0 | 2.4 | 4.8 | 1.3 |
Standard Deviation(%) | NA | 39.0 | 32.8 | 33.4 | 16.5 | 57.4 | 2.2 | 26.1 | 4.9 | 6.0 | 13.4 | 3.9 | 4.4 | 3.7 |
Treynor Ratio | NA | -0.72 | -0.04 | 0.0 | 0.0 | 36.38 | 0.08 | 0.07 | 0.08 | 0.15 | -0.02 | 0.04 | -0.03 | 0.02 |
Alpha | NA | -0.13 | -0.06 | -0.05 | -0.02 | -0.42 | 0.0 | 0.01 | -0.01 | -0.01 | 0.02 | 0.0 | -0.01 | 0.0 |
Beta | NA | 0.31 | 0.91 | 0.81 | 0.77 | -0.02 | 0.42 | 1.09 | 0.87 | 0.79 | 0.65 | 0.76 | 0.72 | 0.81 |
RSquared | NA | 0.0 | 0.02 | 0.03 | 0.07 | 0.0 | 0.36 | 0.04 | 0.85 | 0.83 | 0.14 | 0.82 | 0.35 | 0.78 |
Yield(%) | N/A | 0.6 | 2.4 | 3.8 | N/A | 0.0 | 0.6 | 3.6 | 4.0 | 5.1 | 6.0 | 5.0 | 2.5 | 0.8 |
Dividend Growth(%) | N/A | -74.2 | -56.3 | N/A | N/A | -100.0 | -81.8 | -6.4 | -16.1 | -22.2 | 22.0 | 96.7 | 200.0 | N/A |
*: NOT annualized;YTD: Year to Date
**Inception: starting from 10/19/2005
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